Sergio Cabral (CRD# 6323440) is an Investment Advisor Representative working at Primerica Advisors in Simi Valley, CA and has over 9 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Simi Valley, CA | Apr 2019 - Current | 5 |
| Primerica Financial Services | Simi Valley, CA | Mar 2001 - Current | 23 |
| Miguel A Gonzalez And Sergio T Cabral | Sylmar, CA | Oct 2011 - Dec 2019 | 8 |
| Pinnacle Estate Properties, Inc. | Calabasas, CA | Apr 2018 - Nov 2019 | 1 |
| Wg Group Real Estate Services, Inc. | Calabasas, CA | Apr 2018 - Nov 2019 | 1 |
| A Team Realty, Inc. | Woodland Hills, CA | Aug 2017 - Apr 2018 | < 1 |
| Sync Brokerage, Inc. | Woodland Hills, CA | Jul 2017 - Apr 2018 | < 1 |
| Jp Morgan Securities LLC | Tujunga, CA | Mar 2016 - Jul 2017 | 1 |
| Jp Morgan Chase Bank | Tujunga, CA | Mar 2016 - Jul 2017 | 1 |
| Axa Advisors, LLC | New York, NY | Jul 2014 - Mar 2016 | 1 |
| Strategic Property Management | Agoura Hills, CA | Apr 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
-
Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.